BlackRock:Tot Rtn;Svc (MSHQX.O)

At A Glance

You hold MSHQX.O in 0 portfolios

Net Asset Value

11.82USD

 0.03 +0.25%

07/25/2014

Category
Short/Intermediate Corporate
YTD Return (Cumulative)
 5.77%
Classification
Core Bond
5 Year Return (Annualized)
 7.50%
Manager Benchmark
Lipper Core Bd Fd IX
Lipper Leader Profile (Overall)
 
 
 
 
 

Growth of $10,000 over 10 years »

 MSHQX

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund Family
Inception Date12/07/2001
Portfolio Turnover777%
Dividend Yield--
Fund ManagerRieder/Miller
Manager Tenure2010
BlackRock Inc
345 Park Avenue
New York, NY 10154

Fees, Expenses, & Minimums

Load TypeInstitutional
Total Expense Ratio0.94%
Max 12b-1 Fee Ratio0.3x
Early Redemption Fee--
Initial Investment$5,000
Subsequent Investments$0
Initial IRA Investments--
Subsequent IRA Investments--

Investment Strategy

The Fund seeks to realize a total return that exceeds that of the Barclays Capital Aggregate Index. The Fund invests primarily in dollar-denominated investment grade bonds. The Fund will also maintain an average portfolio duration (based on net assets) that is within +/- 25% of the Index.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
466
Consistent Return
 
461
Capital Preservation
 
4944
Low Expense
 
236
Tax Efficiency (U.S. only)
 
467

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

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